Transamerica Financial Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,227
+1.5%
29,143
+1.8%
0.57%
+5.9%
Q2 2023$4,163
+18.2%
28,623
+5.9%
0.54%
+16.1%
Q1 2023$3,521
-2.4%
27,020
+0.5%
0.46%
-9.4%
Q4 2022$3,606
-99.9%
26,889
+5.4%
0.51%
+30.5%
Q3 2022$2,668,000
+26.0%
25,523
+35.7%
0.39%
+31.0%
Q2 2022$2,118,000
+211700.0%
18,805
+376000.0%
0.30%
+733.3%
Q1 2022$1,0000.0%50.0%0.04%
+33.3%
Q4 2021$1,0000.0%50.0%0.03%
-3.6%
Q3 2021$1,000
-50.0%
5
-28.6%
0.03%
-42.9%
Q2 2021$2,0000.0%7
-36.4%
0.05%0.0%
Q1 2021$2,000
+100.0%
11
+83.3%
0.05%
+133.3%
Q4 2020$1,0000.0%6
-45.5%
0.02%
+16.7%
Q3 2020$1,000
-99.5%
11
-99.5%
0.02%
-62.5%
Q2 2020$217,000
-2.3%
2,304
+16.0%
0.05%0.0%
Q2 2019$222,000
+115.5%
1,986
+88.4%
0.05%
+84.6%
Q4 2018$103,000
+33.8%
1,054
+55.2%
0.03%
+62.5%
Q3 2018$77,000
+3750.0%
679
+4143.8%
0.02%
Q2 2018$2,000
-94.9%
16
-97.5%
0.00%
-100.0%
Q1 2016$39,000
-38.1%
650
-31.6%
0.00%
-40.0%
Q4 2015$63,000
+8.6%
9500.0%0.01%0.0%
Q3 2015$58,000
-10.8%
950
-0.1%
0.01%0.0%
Q2 2015$65,000
+12.1%
9510.0%0.01%
+25.0%
Q1 2015$58,000
+7.4%
951
+11.6%
0.00%0.0%
Q4 2014$54,000
+3.8%
8520.0%0.00%
-20.0%
Q3 2014$52,000
+36.8%
852
+30.9%
0.01%
+66.7%
Q2 2014$38,000
-82.4%
651
-81.7%
0.00%
-85.7%
Q1 2014$216,000
+453.8%
3,551
+446.3%
0.02%
+425.0%
Q4 2013$39,000
+14.7%
6500.0%0.00%0.0%
Q3 2013$34,000
-15.0%
650
-13.3%
0.00%
-42.9%
Q2 2013$40,0007500.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders